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John Patrick Schloegel

24 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate Planning
Compensation
Fee-Only (AUM)
Firm Size
27 advisors
Number of Clients
1,332 clients
Average Client Portfolio
$1.3M average
Assets Under Management
$1.7B

Fee Structure

Financial Planning:Included in AUM fee
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $2.0M1.00%
$2.0M - $5.0M0.85%
$5.0M - $10.0M0.50%
$10M+0.25%

Fees are negotiable and may vary based on numerous factors.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
Minimum Annual Fee:$5,000
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Location

8955 Katy Freeway, Suite 200, Houston, TX, 77024

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Corda Investment Management, LLC
October 2010 - Present · 15 yrs 4 mos
Previous Registrations
Strategic Advisers, INC.
March 2010 - September 2010 · 6 mos
Capital Cities Asset Management INC
April 2003 - September 2009 · 6 yrs 5 mos
Fisher Investments,inc.
January 2001 - February 2003 · 2 yrs 1 mo
State Registrations1 state
TX
Advisor
Exams
No exam information available for this advisor.
John Patrick Schloegel - Financial Advisor | TrueAdvisor